web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

Adding "Generate from template" button to sales order line grid on form "SalesTable"

(0) ShareShare
ReportReport
Posted on by 213

Hi

On the "SalesTable" form, there is a button entitled "Generate from template".  I understand this button looks for templates that have a primary table of SalesTable.

I would like to add a button to the action pane that sits about the sales line grid that looks for a primary table of SalesLine.

The steps I have followed so far:

I copied the button "mbTemplatesButton" from the sales order header to the Action Pane Tab above the sales line grid.  I changed the name of the two buttons to "mbTemplatesButtonSalesLine" and "DocuActionTemplateUndefinedSalesLine".

I added this code to the "classDeclaration" method:

boolean isDocuActionTemplateSalesLine;  

I added this code to the "init" method:

isDocuActionTemplateSalesLine = 
        DocuActionForTemplate::createTemplateOnMenuButton(
                    mbTemplatesButtonSalesLine, salesLine.TableId); 


And this to the "run" method:

docuActionTemplateUndefinedSalesLine.visible(
                 !isDocuActionTemplateSalesLine);


What I am finding is that the "Generate from template" button on the header disappears!

And the "No templates defined" still appears when I click my new button, but my document template I have already created and configured does appear correctly.

What am I doing wrong!?

Many thanks in advance

*This post is locked for comments

I have the same question (0)
  • Verified answer
    cjohnson300 Profile Picture
    213 on at

    Update:  this is now working!  Will leave here for others

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans